Jason Alexander Lederman
Norton Rose Fulbright US LLP
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Jason A. Lederman joined Norton Rose Fulbright's New York office in November 2016. He focuses on providing counsel to high-net-worth clients concerning all aspects of estate planning and trust administration. In particular, Jason helps clients transfer significant family wealth seamlessly while minimizing or eliminating Federal and state tax liability. Jason has advised many clients on gift and sale transactions (often involving dynasty trusts, family LLCs and other entities), disability planning for beneficiaries with special needs, charitable giving involving split interest trusts and other complex structures, probate and trust administration and issues related to the transfer and succession of operating family businesses.
- LL.M, Taxation, NYU School of Law, 2017
- JD, cum laude, Hofstra University School of Law, 2011
- BS, Business, Management & Finance, summa cum laude, City University of New York, Brooklyn College, 2008
- BA, Psychology, summa cum laude, City University of New York, Brooklyn College, 2008
While in law school, Jason received the Graduate Award for Excellence in Commercial Law Courses. He was a Student Editor of the American College of Trust and Estate Counsel Law Journal and a Senior Notes and Comments Editor for the Journal of International Business and Law. Jason was admitted to practice law in New Jersey in 2011 and in Florida and New York in 2012.
- Florida State Bar
- New Jersey State Bar
- New York State Bar
Tax/Trust and Estates
- Helped the founder and substantial owner of a public company successfully transfer hundreds of millions of dollars worth of company shares to trusts for descendants, free of gift and estate tax, using Grantor Retained Annuity Trusts.
- Advised a substantial owner of a public company on the tax implications of creating a Charitable Remainder Trust using company shares
- Advised the founder of a public company on the Hart-Scott-Rodino ramifications of retaining certain trusts powers in irrevocable trusts created by the founder.
- Ongoing work with Bikur Cholim of Boro Park to draft estate planning documents for indigent Holocaust survivors
- Assisted with Ghetto Pension benefit matters for Holocaust survivors
- Assisted client in administering restricted assets under the New York Prudent Management of Institutional Funds Act (NYPMIFA)
- Co-author, "The Intersection Of Trusts And Anti-Trust: Why You, An Estate Planner, Should Care About Hart-Scott-Rodino," Real Property Trust and Estate Law Journal, Winter 2017
- Contributor, "When The Rubber Meets the Road: A Discussion Regarding A Trustee's Exercise of Discretion," Real Property Trust and Estate Law Journal, Winter 2015
- Co-author, "Cashing In On 2012 Transfer Tax Exemptions Using Spousal Lifetime Access Trusts," Wealth Strategies Journal, Winter 2012
- "The Basics of Basis in Estate Planning," NYU Summer Institute in Taxation, New York, New York, July 2016
- State Bar Association of New York
- State Bar Association of Florida
- State Bar Association of New Jersey
- American Bar Association
- New York City Bar Association
- Columbia University Graduate School of Business Executive Education Program, Midlevel Associate Retreat
- New York County Lawyer's Association